Filed February 14, 1995
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $121,219 |
CREATIVE PLANNING LLC1 year Service code 16 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Consulting | $33,333 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 16 PO BOX 219153 · KANSAS CITY, MO 64187 | Consulting | $25,000 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $788 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,065 | $95,388-32.8% | $125,339-48.9% | $77,904-17.8% |
| Participation rate | 95.7% | 78.6%+17.1pp | 82.4%+13.4pp | 73.7%+22.1pp |
| Annual return | -16.36% | 116.19%-132.5pp | 572.05%-588.4pp | 12.21%-28.6pp |
| Employer contribution / active EE | $3,111 | $3,666-15.1% | $4,814-35.4% | $2,848+9.2% |
| Participant deferral / active EE | $7,941 | $7,711+3.0% | $7,446+6.6% | $4,806+65.2% |
| Admin fee / account holder | $55 | $119-53.6% | $10,010-99.4% | $133-58.3% |